ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,347 | -3.5% | 5,989 | -4.8% | 0.01% | 0.0% |
| Q2 2023 | $954,722 | 0.0% | 6,291 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $954,722 | +7.5% | 6,291 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $887,828 | +8.8% | 6,120 | -3.6% | 0.01% | 0.0% |
| Q3 2022 | $816,000 | -17.1% | 6,351 | -11.4% | 0.01% | -16.7% |
| Q2 2022 | $984,000 | -11.7% | 7,165 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $1,115,000 | -1.9% | 7,165 | -1.3% | 0.01% | 0.0% |
| Q4 2021 | $1,137,000 | +14.7% | 7,260 | +6.4% | 0.01% | 0.0% |
| Q3 2021 | $991,000 | -1.6% | 6,821 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,007,000 | +6.9% | 6,821 | +2.3% | 0.01% | 0.0% |
| Q1 2021 | $942,000 | +31.2% | 6,670 | +18.9% | 0.01% | +25.0% |
| Q4 2020 | $718,000 | +1.4% | 5,610 | -11.0% | 0.00% | 0.0% |
| Q3 2020 | $708,000 | +4.0% | 6,302 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $681,000 | -20.7% | 6,302 | -4.6% | 0.00% | 0.0% |
| Q1 2020 | $859,000 | 0.0% | 6,606 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $859,000 | -9.8% | 6,606 | -17.3% | 0.00% | 0.0% |
| Q3 2019 | $952,000 | +14.6% | 7,992 | +12.1% | 0.00% | 0.0% |
| Q2 2019 | $831,000 | +7.9% | 7,131 | +4.3% | 0.00% | +33.3% |
| Q1 2019 | $770,000 | +8.9% | 6,835 | -2.2% | 0.00% | 0.0% |
| Q4 2018 | $707,000 | -3.2% | 6,992 | +9.3% | 0.00% | 0.0% |
| Q1 2018 | $730,000 | 0.0% | 6,395 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $730,000 | +11.8% | 6,395 | +5.6% | 0.00% | 0.0% |
| Q3 2017 | $653,000 | +6.5% | 6,058 | +2.8% | 0.00% | 0.0% |
| Q2 2017 | $613,000 | 0.0% | 5,895 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $613,000 | +27.4% | 5,895 | +24.2% | 0.00% | 0.0% |
| Q4 2016 | $481,000 | +25.3% | 4,745 | +17.1% | 0.00% | +50.0% |
| Q3 2016 | $384,000 | +2.1% | 4,053 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $376,000 | +3.3% | 4,053 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $364,000 | +1.7% | 4,053 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $358,000 | +5.3% | 4,053 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $340,000 | +81.8% | 4,053 | +99.9% | 0.00% | +100.0% |
| Q2 2015 | $187,000 | 0.0% | 2,028 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $187,000 | -5.6% | 2,028 | -4.0% | 0.00% | -50.0% |
| Q4 2014 | $198,000 | +4.2% | 2,112 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $190,000 | 0.0% | 2,112 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $190,000 | +8.0% | 2,112 | +4.1% | 0.00% | 0.0% |
| Q1 2014 | $176,000 | +1.7% | 2,028 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $173,000 | +9.5% | 2,028 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $158,000 | +3.3% | 2,028 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $153,000 | – | 2,028 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |